Eurozone shares +0.7%
US shares -1.2%, Nas -1.3%..as Fed holds but signals more hawkish with mkt expecting a hike by Oct
US 10 yr yld +5bp to 4.49%
Oil +1% to $76.8
Gold -1.7% to $4256.9
Iron ore -1.4% to $100.25
Bitcoin $64.1k
ASX futures -0.7%
$A 0.7012 with $US +0.7%
My first tweet in 2026. Coming into this year, I promised myself to air out my thoughts a lot more, irrespective of whether I’m noticed or not. I believe here is my first step.
Happy New Year 🎉🎉🎉
BREAKING: NVIDIA just dropped an open 30B model that beats GPT-OSS and Qwen3-30B — and runs 2.2–3.3× faster
Nemotron 3 Nano:
• Up to 1M-token context
• MoE: 31.6B total params, 3.6B active
• Best-in-class performance for SWE-Bench
• Open weights + training recipe + redistributable datasets
You can run the model locally with 24GB RAM.
BREAKING: Secretary of War Pete Hegseth announces the US military will return to male-only standards
“Each service will ensure that every requirement for every combat MOS, for every combat arms position, returns to the highest male standard only.”
*U.S. VP VANCE: U.S. IS NOT AT WAR WITH IRAN BUT AT WAR WITH ITS NUCLEAR PROGRAM - NBC INTERVIEW
*U.S. VP VANCE: U.S. HAS RECEIVED SOME INDIRECT MESSAGES FROM IRAN
China has all the leverage they need.
They are exporting $150 billion worth of high value tech products to the US.
Apple needs to spend $30 billion and three years to get only 10% of its supply chain out of China.
Good luck with $2,500 iPhones..